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HM Payson & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

HM Payson & Co’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-745
Closed -$73.5K – 1008
2023
Q4 		$73.5K Buy
+745
New +$72.6K ﹤0.01% 532
2020
Q1 		– Sell
-72
Closed -$7K – 975
2019
Q4 		$7K Sell
72
-105
-59% -$10.5K ﹤0.01% 837
2019
Q3 		$18K Buy
+177
New +$17.7K ﹤0.01% 741
2014
Q2 		– Sell
-4,877
Closed -$493K – 293
2014
Q1 		$493K Hold
4,877
– – 0.03% 213
2013
Q4 		$492K Hold
4,877
– – 0.03% 210
2013
Q3 		$493K Hold
4,877
– – 0.03% 212
2013
Q2 		$491K Buy
+4,877
New +$498K 0.03% 206

Other funds holding STIP

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

HM Payson & Co's STIP Position: Q1 2024 in Review

HM Payson & Co sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 745 shares — an estimated $73.5K sold.

HM Payson & Co first reported a position in STIP in Q2 2013 and held it in 7 quarters. The position peaked at $493K in Q1 2014. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • HM Payson & Co reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • HM Payson & Co sold 745 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $73.5K.
  • HM Payson & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and held it in 7 quarters.
  • HM Payson & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $493K in Q1 2014.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.